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When a report is initially created it's in draft mode. This means that it's currently being edited and cannot be accessed by other users. When the report is complete it's activated, meaning that it's ready for consumption. Different menu options are available through the Report & Edit menus depending on this status.
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Report Menu
Draft Report
Option | Description |
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Save | This allows you to activate the current report. If you've previously activated the report this will replace the previous version. |
Save As | This allows you to activate the current report as a new report. The previous active version of the report will remain, with the current version being saved under a new name. |
Undo Changes | This allows you to delete the current draft version of the report, returning to the previous active version. |
Delete | This deletes the current draft report. If the report was previously activated you will still have that copy of the report. |
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Option | Description |
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Data | This allows you to place the report into draft mode and directly access the Data step of the builder. |
Charts | This allows you to place the report into draft mode and directly access the Charts step of the builder. |
Related Reports | This allows you to place the report into draft mode and directly access the Related Reports step of the builder. |
Output | This allows you to place the report into draft mode and directly access the Output step of the builder. |
Name & Description | This allows you to edit the Name and Description of the report without placing it into Draft mode. |
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This is designed to remind the user that there is an active version available, allowing them to compare their changes with this version, moving between them easily.
Note: there can only ever be one draft and one active version of a report at a time.
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